Updated Handling for Deleting Categories

Happy Tuesday, YNABers! Another bit of exciting news to announce from today's release. Is three too many? Or just right...

The team has new flow for deleting categories on web ready for you. A fan favorite from the Forum! Now when you delete a category, you can quickly reassign all transactions and budgeted amounts to the category of your choice:

 
Planning for a little budget early spring cleaning? You can choose to hide or delete, depending on your needs and reorganize to your heart's content! Check out the HelpDoc for how it works in the web app. Updates for the mobile app will follow soon—with the brand-new option to recategorize on mobile. 🎉

Are you excited? We are. If you have any questions, please don’t hesitate to ask below. Feel free to leave your feedback on this change in the thread or let our Product team know your thoughts.

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  • For Wish Farmers You don't need to modify your old flow, but our team does have a tip to streamline. Here’s an example: You save up $100/month for 10 months for a new iPhone in an iPhone Wish Farm category.

    When the wish is fulfilled, you have $1000 saved up. The best case scenario is to save up for your iPhone in the Wish Farm category, make and categorize the purchase to iPhone, and then delete it—moving all history (budgeting and the transaction) to Electronics from the pop-up shown above.

    This way, the Average Budgeted number will be more accurate and technically save you a step. Let us know what you think!

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